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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,453 | $51,620-75.9% | $90,324-86.2% | $65,186-80.9% |
| Participation rate | 37.0% | 68.6%-31.6pp | 73.3%-36.3pp | 70.2%-33.2pp |
| Annual return | 18.78% | 24.94%-6.2pp | 78.15%-59.4pp | 29.39%-10.6pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,474 | $2,871-48.7% | $3,885-62.1% | $3,514-58.1% |
| Admin fee / account holder | $65 | $384-83.0% | $5,356-98.8% | $847-92.3% |